Arista Networks vs IBM
Arista Networks is larger by market cap ($249.5B vs $224.6B). IBM reports higher tracked revenue ($67.5B vs $9.0B). Arista Networks's primary segment is Networking & Systems; IBM's is Hyperscalers.
Shared segment: AI & Data Center.
Side-by-side
| Arista Networks | IBM | |
|---|---|---|
| Market cap | $249.5B | $224.6B |
| Revenue | $9.0B (FY2025) | $67.5B (FY2025) |
| Primary segment | Networking & Systems | Hyperscalers |
| Market position | leader | major |
| Country | United States | United States |
| Tracked suppliers | 23 | 6 |
| Tracked customers | 3 | 1 |
| Chokepoint / criticality | 9/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Arista Networks and IBM compare
- Size: Arista Networks is the larger company by market cap.
- Revenue: IBM reports higher tracked revenue.
- Supply-chain criticality: IBM has the higher chokepoint score (68/100 vs 9/100).
- Footprint: Arista Networks (United States) vs IBM (United States).